We are live on ! Find out more
BE icon

Bloom Energy

285 hedge funds and large institutions have $2.79B invested in Bloom Energy in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

9% more capital invested

Capital invested by funds: $2.57B → $2.79B (+$226M)

5.99% more ownership

Funds ownership: 66.09%72.08% (+6%)

1% more funds holding

Funds holding: 281285 (+4)

37% less call options, than puts

Call options by funds: $87.1M | Put options by funds: $139M

Holders
285
Holders Change
+4
Holders Change %
+1.42%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
118
Reduced
59
Closed
44
Calls
$87.1M
Puts
$139M
Net Calls
-$52.1M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
26
Vontobel Holding
Switzerland
$16.9M +$1.02M +42,192 +7%
Citadel Advisors
27
Citadel Advisors
Florida
$15.3M -$5.52M -227,697 -29%
Goldman Sachs
28
Goldman Sachs
New York
$15.2M +$1.53M +63,157 +13%
CS
29
Candriam SCA
Luxembourg
$15.1M +$3.13M +129,252 +30%
SAM
30
Storebrand Asset Management
Norway
$14.2M +$12.8M +528,327 New
Lazard Asset Management
31
Lazard Asset Management
New York
$13.4M -$2.52M -103,780 -17%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$12.2M +$10.9M +450,645 +11,739%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$12.2M +$202K +8,334 +2%
PGH
34
Partners Group Holding
Switzerland
$12.1M
Fidelity Investments
35
Fidelity Investments
Massachusetts
$12.1M -$116M -4,788,517 -91%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$11.8M +$172K +7,094 +2%
HIC
37
Hartline Investment Corp
Illinois
$11M -$1.3M -53,467 -12%
Skandinaviska Enskilda Banken (SEB)
38
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.93M +$678K +27,938 +8%
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$9.3M +$370K +15,249 +5%
Squarepoint
40
Squarepoint
New York
$8.9M +$3.47M +143,002 +76%
Renaissance Technologies
41
Renaissance Technologies
New York
$8.83M -$20.9M -860,500 -72%
Swiss National Bank
42
Swiss National Bank
Switzerland
$8.53M +$803K +33,100 +12%
UBS Group
43
UBS Group
Switzerland
$8.26M -$6.23M -257,060 -46%
CCPM
44
Cooper Creek Partners Management
New York
$7.91M +$364K +15,000 +5%
BC
45
Brookfield Corp
Ontario, Canada
$7.19M +$1.82M +74,985 +39%
SAM
46
Sandbar Asset Management
United Kingdom
$6.8M +$1.1M +45,214 +22%
GPC
47
Glen Point Capital
United Kingdom
$6.72M +$6.06M +250,000 New
SCA
48
Salient Capital Advisors
Texas
$6.64M -$823K -33,932 -12%
Barclays
49
Barclays
United Kingdom
$6.6M -$3.06M -126,246 -34%
Group One Trading
50
Group One Trading
Illinois
$6.46M -$1.77M -72,863 -23%

BE Hedge Fund Activity: Q2 2021 in Review

285 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q2 2021, worth a combined $2.79B — up 8.8% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BE positions and 44 closed out — a net gain of 7 holders — while 118 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $141M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 285 institutional investors held Bloom Energy (BE) as of Q2 2021, up from 281 in Q1 2021.
  • Funds reported $2.79B of Bloom Energy stock for Q2 2021, up 8.8% quarter-over-quarter.
  • 51 funds opened new Bloom Energy positions in Q2 2021 and 44 closed out, a net change of +7 holders.
  • The largest Bloom Energy buyer in Q2 2021 was BlackRock, an estimated $141M added.
  • The largest Bloom Energy seller in Q2 2021 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2021.